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Cascade Server from 4.9 to 6.7.4: Migrating Sites and Controlling Template Types by Althea McMillian and Alem Areki
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Cascade Server from 4.9 to 6.7.4: Migrating Sites and Controlling Template Types by Althea McMillian and Alem Areki

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In the last 6 years, we have grown with Cascade Server. We’d like to share some of the Cascade lessons learned, our best practices and some tools and tricks that we have picked up along the way. …

In the last 6 years, we have grown with Cascade Server. We’d like to share some of the Cascade lessons learned, our best practices and some tools and tricks that we have picked up along the way.

In this presentation we will cover:
-A little of our Cascade history
-Moving from targets to sites…why?
-Controlling our template type with structured data definitions and index blocks
-Building a permissions and workflow strategy
-Implementing more than 100 Google analytical keys with 1 XHTML/Data Definition Block
-Utilizing aliases and symbolic links for global assets (images, CSS and JavaScript)

In this presentation, we’ll share our growth with Cascade and how we’ve learned to roll over old site designs into a new Khoi Pond V3 design without affecting users and existing content.

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  • We store images and other common assets outside of sites (implied or real sites). This allows for each site to use and reuse these assets. It prevents image duplication and other similar challenges.
  • Image asset reuse by multiple folders (implied site)
  • We work routinely become a factory at common tasks like site migrations and new buildsPRODUCTION LINE
  • Page types/data definitions/content types Home-B (as department index page) Home-A (Domain based index page with features) 6-9 Box Gateway 5 Box Gateway Secondary (Home C) Secondary FAQ Gallery
  • What is the storyWe started to really mature our designsWhich led the designers to think in modular termsWe mapped our visual regions (modules) to cascade content typesWe arranged content types in unique ways resulting in page types (Home B, or seconday page type)Originally we ended up with 9 page typeReinforce factory
  • We spent three months on/off preparing the plan for the projectWe estimated about 3 days to migrate 130 sites with three people
  • Made necessary adjustments 1- moved templates to its own folder 2. Each folder (implied site) must have its own configuration/content type/template. We found some sites where used different folders configuration/content type/template. We have to detached these. 3. make XSLT adjustment to image path 4.Before we migrate each asset type had to point to a content type.
  • Some folders (implied site) were sharing configuration sets/templates. These cause an error when converting from target to site.
  • Content type were created based our page and modules types. Which is driven by data definitions Page types/data definitions/content types Home-B (as department index page) Home-A (Domain based index page with features) 6-9 Box Gateway 5 Box Gateway Secondary (Home C) Secondary FAQ Gallery
  • Once we migrated our main sites we continue migrating all based our checklist
  • Inventory of sites
  • Site-1 = _assets
  • What we gained
  • Additional site adjustments that we didn’t consideredSpecial sites
  • Problem: how do we access common assets from the QA sites?In a site cross site linking is an absolute link – (http://assets.richmond.edu) when published
  • Site migration wizard slower 1. heavy sites takes longer time 2. three people doing site conversation at the same time

Transcript

  • 1. JOURNEY FROM 4.9 TO 6.7.4 HOW WE MIGRATED TO SITES AND CONTROLLED OUR TEMPLATE TYPESAlthea McMillian and Alem Areki University of Richmond
  • 2. JOURNEY FROM 4.9 TO 6.7.4 HOW WE MIGRATED TO SITES AND CONTROLLED OUR TEMPLATE TYPES• Our Cascade History• Moving From Targets To Sites…Why?• Other Successes During This Journey• Q&A
  • 3. • Coming from ISPIN our “home • Summer 2010 (Artemis – Single source grown” CMS • Fall 2009 – Article System – dynamic content delivery) • Cascade 4.9 install (fall 2006) V2 – MVC/Oracle to • Cascade 6.2 PHP/XML • Completed Business • Spring 2009 – Khoi Pond I – School Site a total redesign in 12 • Article System V1 – Weeks Cascade asset • Cascade 5.7.2 Target to Sites pointers and indexing 2006 2007 2008 2009 2010 2011 2012 TEAM/SKILL • 130 sites are in cascade • 130 sites are in cascade • Fall 2007 – Catalog in Cascade (3) • ~ 390 templates • ~ 2 templates<?XSLT> <XML> • Continue building sites in • ~ 600 Configuration sets • ~ 10 Configuration Cascade • ~ 350 Contributors sets • ~ 60 sites • Cascade 6.7.4 • ~ 450 Contributors • ~ 100 Contributors • Article System V3 • Cascade 6.7.4 (CAS + eXistdb + PHP/XML) • Workflow/Permission • Workflow, no permission structure structure Team Our Cascade History: Background Time Line
  • 4. Our Cascade History: Background• Coming from ISPIN our “home grown” CMS• Cascade 4.9 install (fall 2006)
  • 5. • Coming from ISPIN our “home grown” CMS• Cascade 4.9 install (fall 2006) 2006 2007 2008 2009 2010 2011 2012 Our Cascade History: Background Time Line 2006
  • 6. Our Cascade History: Background Small Team
  • 7. Our Cascade History: Background Skills We Had To Learn
  • 8. Our Cascade History: Learning Curves Resources • Hannon Hill Consultants • Hannon User Conference Tips • Cascade Server Default Examples • Knowledge Base / Discussion Forums / HiEd Cascade Mailing List
  • 9. Our Cascade History: Environment • Web Server Architecture
  • 10. Internet Load BalancerWeb Server 1 Web Server 2 QA Web Server Cascade Server Oracle Oracle DatabaseDatabase Server Server (Backup)
  • 11. Internet Isolated from Internet Test Cascade QA Web Server & Server DatabaseOur Cascade History: EnvironmentCascade Test System Architecture
  • 12. Our Cascade History: Environment • Web Server Architecture • Cascade Folder Structure and Web Server Folder Structure
  • 13. Our Cascade History: EnvironmentCascade Folder Structure Web Serv er Folder Structure
  • 14. Our Cascade History: BackgroundBUSINESS SCHOOL SITE – OUR FIRST SITE
  • 15. • Coming from ISPIN our “home grown” CMS • Cascade 4.9 install (fall 2006) • Completed Business School Site • Article System V1 – Cascade asset pointers and indexing 2006 2007 2008 2009 2010 2011 2012 TEAM/SKILL<?XSLT> <XML> Team Our Cascade History: Background Time Line 2006-2007
  • 16. Our Cascade History: Background Centralized Common Images
  • 17. Base Folder _common_ images promo-image.jpg Configuration Set 2-column- Metadata Set template www Data Definition 3 column- Page-1 template Configuration Set 2 column- Metadata Set template business Data Definition 3 column- Page-1 template Global Area - Cascade Server Configuration Setup Diagram
  • 18. Apache HTTPD Web ServerAlias Magic in the httpd.conf file Alias /_common_/ /WWW/external/alias/common/ <Directory /WWW/external/alias/common> Order allow,deny Allow from all </Directory> Our Cascade History: Background Centralized Common Images – Alias Solution
  • 19. Cascade Server – Targets (folder) setup DiagramBase Folder Configuration sets Templates Folder-1 Folder-2 . . . Folder-60Using the illustrated cascade structure we were able to build 60+sites quicklyHaving images and related assets in a common area also madethis easier
  • 20. • Coming from ISPIN our “home grown” CMS • Cascade 4.9 install (fall 2006) • Completed Business School Site • Article System V1 – Cascade asset pointers and indexing 2006 2007 2008 2009 2010 2011 2012 TEAM/SKILL • Fall 2007 – Catalog in Cascade (3)<?XSLT> <XML> • Continue building sites in Cascade • ~ 60 sites • ~ 100 Contributors • Workflow, no permission structure Team Our Cascade History: Background Time Line 2006 - 2008
  • 21. Our Cascade History: BackgroundManagement Requests - Quickly and Efficiently
  • 22. Our Cascade History: Background Apply new design (KP1)
  • 23. Our Cascade History: BackgroundApply new design (KP1 & KP2)
  • 24. Secondary Template Data Definition
  • 25. • Coming from ISPIN our “home • Summer 2010 (Artemis – Single source grown” CMS • Fall 2009 – Article System – dynamic content delivery) • Cascade 4.9 install (fall 2006) V2 – MVC/Oracle to • Cascade 6.2 PHP/XML • Completed Business • Spring 2009 – Khoi Pond I – School Site a total redesign in 12 • Article System V1 – Weeks Cascade asset • Cascade 5.7.2 pointers and indexing 2006 2007 2008 2009 2010 2011 2012 TEAM/SKILL • Fall 2007 – Catalog in Cascade (3)<?XSLT> <XML> • Continue building sites in Cascade • ~ 60 sites • ~ 100 Contributors • Workflow, no permission structure Team Our Cascade History: Background Time Line 2006-2010
  • 26. Moving from Targets to Sites
  • 27. Moving from Targets to Sites: Why? • Targets (implied sites as cascade folders) are confusing and hard to manage • Site are always changing (new designs, new navigation, etc.)
  • 28. Moving from Targets to Sites: Why?
  • 29. Moving from Targets to Sites: Why? • Better management of roles/permissions • Individual recycle bins • Cross site linking • Site Building and Revision Efficiency in Cascade
  • 30. • Coming from ISPIN our “home • Summer 2010 (Artemis – Single source grown” CMS • Fall 2009 – Article System – dynamic content delivery) • Cascade 4.9 install (fall 2006) V2 – MVC/Oracle to • Cascade 6.2 PHP/XML • Completed Business • Spring 2009 – Khoi Pond I – School Site a total redesign in 12 • Article System V1 – Weeks Cascade asset • Cascade 5.7.2 Target to Sites pointers and indexing 2006 2007 2008 2009 2010 2011 2012 TEAM/SKILL • 130 sites are in cascade • Fall 2007 – Catalog in Cascade (3) • ~ 390 templates<?XSLT> <XML> • Continue building sites in • ~ 600 Configuration sets Cascade • ~ 350 Contributors • ~ 60 sites • Cascade 6.7.4 • ~ 100 Contributors • Article System V3 (CAS + eXistdb + PHP/XML) • Workflow, no permission structure Team Moving from Targets to Sites: When? Time Line 2006-2011
  • 31. Moving from Targets to Sites: How?Planning• How much time for planning• What did planning consist of • Risks • Special sites • Special page • Google Key • Permission • Testing • To dos• How much time to do the migration• How many people
  • 32. Moving from Targets to Sites: How? Proof of Concept
  • 33. Moving from Targets to Sites: How? Proof of concept • Copied live database to test db
  • 34. Internet Isolated from Internet Test Cascade QA Web Server & Server DatabaseMoving from Targets to Sites: How?Cascade Test System Architecture
  • 35. Moving from Targets to Sites: How? Proof of concept • Copied live database to test • Used Site Migration Wizard with a few complex sites • Reviewed errors • Made necessary adjustments
  • 36. Base Folder _common_ images promo-image.jpg Configuration Set 2-column- Metadata Set template www Data Definition 3 column- Page-1 template Configuration Set 2 column- Metadata Set template business Data Definition 3 column- Page-1 template Global Area - Cascade Server Configuration Setup Diagram
  • 37. Moving from Targets to Sites: How?First we converted the_common_ folder to the_assets site site
  • 38. Moving from Targets to Sites: How? Global Area (old) Sites (new)
  • 39. Moving from Targets to Sites: How?Convert _common_ folder to _assets site
  • 40. Moving from Targets to Sites: How? Deploy our concept • Created _assets site • Create global templates • Create global content types and configurations • Create sample pages
  • 41. Moving from Targets to Sites: How? Configuration Content types set Template Base Folder Home-A Home-B Secondary
  • 42. Moving from Targets to Sites: How? Deploy our concept • Created _assets site • Create main templates • Create global content types and configurations • Create sample pages Migrate main school sites (Course Catalog, WWW, Admissions, A&S, etc.)
  • 43. Moving from Targets to Sites: How?Site Migration Inventory and Checklist
  • 44. Configuratio Content types n sets Templates Site-1 Site-2 . . .Site-130 Moving from Targets to Sites: How? Migrate more than 130 sites
  • 45. Moving from Targets to Sites: How?Additionally• Built permission and workflow strategy
  • 46. Moving from Targets to Sites: How? User Group/Permission Strategy
  • 47. Moving from Targets to Sites: How? User Group/Permission Strategy
  • 48. Moving from Targets to Sites: How?Additionally• Built permission and workflow strategy• Implemented 100+ Google Analytics Keys with 1 HTML/Data Definition
  • 49. Moving from Targets to Sites: How?Google key – Structure Data Definition
  • 50. Moving from Targets to Sites: How? Google key – Index Block
  • 51. Moving from Targets to Sites: How?Google key - Data Definition Block
  • 52. Moving from Targets to Sites: Post Migration Targets (Before) Sites (After) Folder-1 site-1 Folder-2 site-2 . . . . . . site-130Folder-130 Configuration Content types sets Templates Configuratio Content types n sets Templates
  • 53. Moving from Targets to Sites: Post Migration • Increased efficiency • Only use 1-2 templates. We have fewer content types and configurations • Permission strategy  clean structure • Produce new site skeleton (page types, nav, analytics keys) within minutes • Easily apply new design templates • Global changes can be applied everywhere fast
  • 54. • Coming from ISPIN our “home • Summer 2010 (Artemis – Single source grown” CMS • Fall 2009 – Article System – dynamic content delivery) • Cascade 4.9 install (fall 2006) V2 – MVC/Oracle to • Cascade 6.2 PHP/XML • Completed Business • Spring 2009 – Khoi Pond I – School Site a total redesign in 12 • Article System V1 – Weeks Cascade asset • Cascade 5.7.2 Target to Sites pointers and indexing 2006 2007 2008 2009 2010 2011 2012 TEAM/SKILL • 130 sites are in cascade • 130 sites are in cascade • Fall 2007 – Catalog in Cascade (3) • ~ 390 templates • ~ 2 templates<?XSLT> <XML> • Continue building sites in • ~ 600 Configuration sets • ~ 10 Configuration Cascade • ~ 350 Contributors sets • ~ 60 sites • Cascade 6.7.4 • ~ 450 Contributors • ~ 100 Contributors • Article System V3 • Cascade 6.7.4 (CAS + eXistdb + PHP/XML) • Workflow/Permission • Workflow, no permission structure structure Team Moving from Targets to Sites: Post Migration TIME LINE 2006-2011
  • 55. Moving from Targets to Sites: Lessons Learned Project Timeline
  • 56. Moving from Targets to Sites: Lessons Learned Site Migration Checklist - Time per Site
  • 57. Moving from Targets to Sites: Lessons LearnedHow do we access common images from our testsites?
  • 58. Moving from Targets to Sites: Lessons Learned Adjust Site URL to /_common_KP3
  • 59. Apache HTTPD Web ServerAlias Magic in the httpd.conf file Alias /_common_KP3/ /WWW/external/assets/ Alias /_common_/ /WWW/external/alias/common/ <Directory /WWW/external/alias/common> Order allow,deny Allow from all </Directory> Moving from Targets to Sites: Lessons Learned Centralized Common Images – Alias Solution
  • 60. Moving from Targets to Sites: Lessons LearnedHow do we access common images from our testsites?• Site migration wizard slower on content heavy site  our migration time estimates were low
  • 61. Moving from Targets to Sites: Lessons LearnedSite migration wizard slower on content heavy site
  • 62. Other Success During This Journey Streamlining Online and Print College Catalog Publishing http://www.hannonhill.com/kb/Users- Conference/2008/streamlining-catalog- publishing/index.html
  • 63. Other Success During This Journey Catalogs and Schedules
  • 64. Other Success During This Journey Streamlining Online and Print College Catalog Publishing http://www.hannonhill.com/kb/Users- Conference/2008/streamlining-catalog- publishing/index.html The Perfect Marriage: Cascade XML + Cascade Preview + Open Source XML Database http://www.hannonhill.com/news/conference/201 1/Videos-Index.html
  • 65. Other Success During This JourneyFeatures, News and Press Releases
  • 66. Other Success During This Journey Faculty and Staff Bios
  • 67. Q&A
  • 68. THANK YOU Althea McMillianamcmilli@richmond.edu Alem Arekiaareki@richmond.edu
  • 69. Images attributions:• Wilderness http://www.8lickr.com/photos/42507736@N02/5044329063/• Industrial factory/smokestack http://commons.wikimedia.org/wiki/File:USAFM_c43-°©‐7.jpgImages are included for use in this presentation only. Other uses mayviolate image licenses